National Wealth Management Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2025
Q1
$231K Buy
2024
Q4
$246K Buy
2024
Q3
$233K Buy